DBK Financial Counsel
DFUS icon

DBK Financial Counsel’s Dimensional US Equity ETF DFUS Stock Holding History

DBK Financial Counsel’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.49M Buy
78,105
+498
+0.6% +$41.3K 5.21% 5
2026
Q2 		$6.36M Sell
77,607
-2,678
-3% -$212K 5.34% 5
2026
Q1 		$5.69M Buy
80,285
+8,766
+12% +$650K 4.31% 5
2025
Q4 		$5.3M Buy
71,519
+11,393
+19% +$837K 4.07% 5
2025
Q3 		$4.36M Buy
60,126
+6,672
+12% +$465K 3.66% 7
2025
Q2 		$3.58M Buy
53,454
+5,952
+13% +$369K 3.24% 10
2025
Q1 		$2.87M Buy
47,502
+3,420
+8% +$219K 2.88% 14
2024
Q4 		$2.81M Buy
44,082
+2,357
+6% +$151K 2.83% 15
2024
Q3 		$2.6M Buy
41,725
+4,810
+13% +$288K 2.62% 15
2024
Q2 		$2.17M Sell
36,915
-1,220
-3% -$69.4K 2.37% 16
2024
Q1 		$2.17M Buy
38,135
+1,440
+4% +$78K 2.28% 16
2023
Q4 		$1.9M Buy
36,695
+3,110
+9% +$151K 2.18% 15
2023
Q3 		$1.56M Buy
33,585
+4,360
+15% +$211K 2.06% 16
2023
Q2 		$1.41M Hold
29,225
– – 1.89% 16
2023
Q1 		$1.3M Buy
29,225
+4,145
+17% +$180K 1.8% 18
2022
Q4 		$1.04M Buy
25,080
+16,380
+188% +$685K 1.67% 19
2022
Q3 		$338K Buy
8,700
+820
+10% +$35.3K 0.58% 31
2022
Q2 		$321K Buy
+7,880
New +$349K 0.52% 31

Other funds holding DFUS

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

DBK Financial Counsel's DFUS Position: Q3 2026 in Review

DBK Financial Counsel increased its Dimensional US Equity ETF (DFUS) stake by 0.64% in Q3 2026, buying an estimated $41.3K and bringing the position to 78,105 shares worth $6.49M. The position accounts for 5.21% of the portfolio, ranked #5.

DBK Financial Counsel first reported a position in DFUS in Q2 2022 and has held it in 18 quarters since. 637 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • DBK Financial Counsel held 78,105 shares of Dimensional US Equity ETF worth $6.49M as of Q3 2026.
  • DBK Financial Counsel bought 498 Dimensional US Equity ETF shares in Q3 2026, an estimated $41.3K.
  • Dimensional US Equity ETF made up 5.21% of DBK Financial Counsel's portfolio in Q3 2026, its #5 holding.
  • DBK Financial Counsel first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 18 quarters since.
  • 637 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on DBK Financial Counsel's 13F filing for Q3 2026, filed 13 Oct 2026.